
Website Wells Fargo
Job Description:
Wells Fargo is seeking a Associate Personal Banker (SAFE)…
Job Responsibilities:
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services to customer
- Receive direction from managers and exercise judgement within defined policies and procedures
- Develop understanding of bank products and services to connect to customers’ needs
- Refer customers’ financial needs to other bankers and partners as needed
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Job Requirements:
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime
- readiness operations, human resources or military recruiting
- 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Customer service focus with experience handling complex transactions across multiple systems
- Experience proactively engaging with customers through outreach via phone or email
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate
- Experience working with others on a team to meet customer needs
- Ability to interact with integrity and professionalism with customers and team members
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
Job Details:
Company: Wells Fargo
Vacancy Type: Full Time
Job Location: Layton, UT, US
Application Deadline: N/A
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